Wealth Management Client Service Professional

**Role Overview**We are seeking a dynamic professional to join our team as a Relationship Manager. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and providing them with high-quality wealth management services.**Key Responsibilities**Build and maintain strong relationships with...

Job OpportunityWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform.This role involves providing deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered...

Wealth Products TrainerJob Description: At AUM Capital Market Private Limited, we seek a dynamic and experienced Product Trainer to join our team.The ideal candidate will be responsible for delivering comprehensive product training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional...

A comprehensive role is available for a talented individual who will manage client relationships, create engaging presentations, and provide exceptional customer service.Key responsibilities include:Client Account Management: Develop and maintain strong relationships with key clients to ensure satisfaction and loyalty.Presentation Creation: Design and...

Securities Operations Manager JobAbout the Role:We are seeking a skilled Securities Operations Manager to fill a key position in our organization.In this critical role, you will:Lead and manage a team of operations managers and analysts responsible for alternative investment operations.Develop and implement operational strategies to drive business growth and...

Job Title: Wealth ManagerAs a key player in our organization, you will be responsible for building and maintaining relationships with high net worth individuals.Key Responsibilities:Identify and acquire new clients to build a strong portfolio of wealth management services.Conduct thorough client profiling to offer personalized financial solutions.Manage and...

Job SummaryWe are seeking a highly skilled Proposal Manager – Content Developer to join our team. As a key member of our Sales Enablement function, you will play a critical role in developing high-quality RFP responses for our US Wealth business.The successful candidate will have excellent written and verbal communication skills, with the ability to work...

Job Title: Client Servicing Operations SpecialistWe are seeking a skilled and experienced professional to join our Client Service Operations team as a Contractor.This is an exciting opportunity for individuals who thrive in fast-paced environments and possess strong communication skills. The ideal candidate will be able to support Account Managers in...

Job Title:Client Servicing Lead: EventsWe are seeking a seasoned professional with extensive experience in managing client relationships, driving business growth, and delivering exceptional event solutions.The ideal candidate will have a proven track record of leading client servicing teams, building long-term partnerships, and ensuring client satisfaction...

Job Opportunity: Wealth Management SpecialistThe role involves driving investor acquisition, building relationships with high-net-worth individuals, family offices, and professionals, and promoting alternative investment opportunities.Key Responsibilities:Identify, connect, and onboard potential investors (high-net-worth individuals, family offices, and...